Taylor Bruce Associates Inc.
Plan context: Taylor Bruce Associates Inc. Profit Sharing Plan and Trust
EIN 36-4086912 • River Forest, IL • 27 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,721,490
2025 Contributions
$71,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,721,490 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $1,721,490 | $0 | - |
| 2024 | 1 | 2 | $1,476,790 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $1,476,790 | - | - |
| 2023 | 1 | 2 | $1,285,518 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $1,285,518 | - | - |
| 2022 | 1 | 2 | $1,124,512 | $71,000 | $35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $1,124,512 | $71,000 | $35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%. |
| 2021 | 1 | 2 | $1,227,372 | $15,905 | $7,953iApproximate average salary by contribution assumption: employee only about $198,813 at 4% or $132,542 at 6%; with 50% employer match about $132,542 at 4% or $88,361 at 6%; with 100% employer match about $99,406 at 4% or $66,271 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $1,227,372 | $15,905 | $7,953iApproximate average salary by contribution assumption: employee only about $198,813 at 4% or $132,542 at 6%; with 50% employer match about $132,542 at 4% or $88,361 at 6%; with 100% employer match about $99,406 at 4% or $66,271 at 6%. |
| 2020 | 1 | 2 | $1,017,518 | $17,305 | $8,653iApproximate average salary by contribution assumption: employee only about $216,313 at 4% or $144,208 at 6%; with 50% employer match about $144,208 at 4% or $96,139 at 6%; with 100% employer match about $108,156 at 4% or $72,104 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $1,017,518 | $17,305 | $8,653iApproximate average salary by contribution assumption: employee only about $216,313 at 4% or $144,208 at 6%; with 50% employer match about $144,208 at 4% or $96,139 at 6%; with 100% employer match about $108,156 at 4% or $72,104 at 6%. |
| 2019 | 1 | 2 | $903,590 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $903,590 | - | - |
| 2018 | 1 | 2 | $1,340,511 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $1,340,511 | - | - |
| 2017 | 1 | 4 | $1,400,777 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 4 | $1,400,777 | - | - |
| 2016 | 1 | 4 | $1,219,985 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 4 | $1,219,985 | - | - |
| 2015 | 1 | 5 | $1,291,902 | $32,191 | $6,438iApproximate average salary by contribution assumption: employee only about $160,955 at 4% or $107,303 at 6%; with 50% employer match about $107,303 at 4% or $71,536 at 6%; with 100% employer match about $80,478 at 4% or $53,652 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 5 | $1,291,902 | $32,191 | $6,438iApproximate average salary by contribution assumption: employee only about $160,955 at 4% or $107,303 at 6%; with 50% employer match about $107,303 at 4% or $71,536 at 6%; with 100% employer match about $80,478 at 4% or $53,652 at 6%. |
| 2014 | 1 | 5 | $1,257,730 | $39,170 | $7,834iApproximate average salary by contribution assumption: employee only about $195,850 at 4% or $130,567 at 6%; with 50% employer match about $130,567 at 4% or $87,044 at 6%; with 100% employer match about $97,925 at 4% or $65,283 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 5 | $1,257,730 | $39,170 | $7,834iApproximate average salary by contribution assumption: employee only about $195,850 at 4% or $130,567 at 6%; with 50% employer match about $130,567 at 4% or $87,044 at 6%; with 100% employer match about $97,925 at 4% or $65,283 at 6%. |
| 2013 | 1 | 5 | $1,108,925 | $12,271 | $2,454iApproximate average salary by contribution assumption: employee only about $61,355 at 4% or $40,903 at 6%; with 50% employer match about $40,903 at 4% or $27,269 at 6%; with 100% employer match about $30,677 at 4% or $20,452 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 5 | $1,108,925 | $12,271 | $2,454iApproximate average salary by contribution assumption: employee only about $61,355 at 4% or $40,903 at 6%; with 50% employer match about $40,903 at 4% or $27,269 at 6%; with 100% employer match about $30,677 at 4% or $20,452 at 6%. |
| 2012 | 1 | 5 | $922,259 | $138,675 | $27,735iApproximate average salary by contribution assumption: employee only about $693,375 at 4% or $462,250 at 6%; with 50% employer match about $462,250 at 4% or $308,167 at 6%; with 100% employer match about $346,688 at 4% or $231,125 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 5 | $922,259 | $138,675 | $27,735iApproximate average salary by contribution assumption: employee only about $693,375 at 4% or $462,250 at 6%; with 50% employer match about $462,250 at 4% or $308,167 at 6%; with 100% employer match about $346,688 at 4% or $231,125 at 6%. |
| 2011 | 1 | 5 | $701,589 | $106,110 | $21,222iApproximate average salary by contribution assumption: employee only about $530,550 at 4% or $353,700 at 6%; with 50% employer match about $353,700 at 4% or $235,800 at 6%; with 100% employer match about $265,275 at 4% or $176,850 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 5 | $701,589 | $106,110 | $21,222iApproximate average salary by contribution assumption: employee only about $530,550 at 4% or $353,700 at 6%; with 50% employer match about $353,700 at 4% or $235,800 at 6%; with 100% employer match about $265,275 at 4% or $176,850 at 6%. |
| 2010 | 1 | 4 | $577,508 | $123,941 | $30,985iApproximate average salary by contribution assumption: employee only about $774,631 at 4% or $516,421 at 6%; with 50% employer match about $516,421 at 4% or $344,281 at 6%; with 100% employer match about $387,316 at 4% or $258,210 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 4 | $577,508 | $123,941 | $30,985iApproximate average salary by contribution assumption: employee only about $774,631 at 4% or $516,421 at 6%; with 50% employer match about $516,421 at 4% or $344,281 at 6%; with 100% employer match about $387,316 at 4% or $258,210 at 6%. |
| 2009 | 1 | 4 | $408,741 | $14,775 | $3,694iApproximate average salary by contribution assumption: employee only about $92,344 at 4% or $61,563 at 6%; with 50% employer match about $61,563 at 4% or $41,042 at 6%; with 100% employer match about $46,172 at 4% or $30,781 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 4 | $408,741 | $14,775 | $3,694iApproximate average salary by contribution assumption: employee only about $92,344 at 4% or $61,563 at 6%; with 50% employer match about $61,563 at 4% or $41,042 at 6%; with 100% employer match about $46,172 at 4% or $30,781 at 6%. |
| 2008 | 1 | 4 | $306,611 | $117,348 | $29,337iApproximate average salary by contribution assumption: employee only about $733,425 at 4% or $488,950 at 6%; with 50% employer match about $488,950 at 4% or $325,967 at 6%; with 100% employer match about $366,713 at 4% or $244,475 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 4 | $306,611 | $117,348 | $29,337iApproximate average salary by contribution assumption: employee only about $733,425 at 4% or $488,950 at 6%; with 50% employer match about $488,950 at 4% or $325,967 at 6%; with 100% employer match about $366,713 at 4% or $244,475 at 6%. |
| 2007 | 1 | 3 | $294,507 | $73,000 | $24,333iApproximate average salary by contribution assumption: employee only about $608,333 at 4% or $405,556 at 6%; with 50% employer match about $405,556 at 4% or $270,370 at 6%; with 100% employer match about $304,167 at 4% or $202,778 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 3 | $294,507 | $73,000 | $24,333iApproximate average salary by contribution assumption: employee only about $608,333 at 4% or $405,556 at 6%; with 50% employer match about $405,556 at 4% or $270,370 at 6%; with 100% employer match about $304,167 at 4% or $202,778 at 6%. |
| 2006 | 1 | 2 | $216,714 | $57,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $216,714 | $57,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| 2005 | 1 | 2 | $245,587 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 2 | $245,587 | - | - |
| 2004 | 1 | 3 | $233,967 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 3 | $233,967 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2003 | 1 | 4 | $209,950 | $21,401 | $5,350iApproximate average salary by contribution assumption: employee only about $133,756 at 4% or $89,171 at 6%; with 50% employer match about $89,171 at 4% or $59,447 at 6%; with 100% employer match about $66,878 at 4% or $44,585 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 4 | $209,950 | $21,401 | $5,350iApproximate average salary by contribution assumption: employee only about $133,756 at 4% or $89,171 at 6%; with 50% employer match about $89,171 at 4% or $59,447 at 6%; with 100% employer match about $66,878 at 4% or $44,585 at 6%. |
| 2002 | 1 | 4 | $144,816 | $41,137 | $10,284iApproximate average salary by contribution assumption: employee only about $257,106 at 4% or $171,404 at 6%; with 50% employer match about $171,404 at 4% or $114,269 at 6%; with 100% employer match about $128,553 at 4% or $85,702 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 4 | $144,816 | $41,137 | $10,284iApproximate average salary by contribution assumption: employee only about $257,106 at 4% or $171,404 at 6%; with 50% employer match about $171,404 at 4% or $114,269 at 6%; with 100% employer match about $128,553 at 4% or $85,702 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $117,843 | $46,030 | $15,343iApproximate average salary by contribution assumption: employee only about $383,583 at 4% or $255,722 at 6%; with 50% employer match about $255,722 at 4% or $170,481 at 6%; with 100% employer match about $191,792 at 4% or $127,861 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 3 | $117,843 | $46,030 | $15,343iApproximate average salary by contribution assumption: employee only about $383,583 at 4% or $255,722 at 6%; with 50% employer match about $255,722 at 4% or $170,481 at 6%; with 100% employer match about $191,792 at 4% or $127,861 at 6%. |
| 1999 | 1 | 3 | $101,595 | $36,763 | $12,254iApproximate average salary by contribution assumption: employee only about $306,358 at 4% or $204,239 at 6%; with 50% employer match about $204,239 at 4% or $136,159 at 6%; with 100% employer match about $153,179 at 4% or $102,119 at 6%. |
| Taylor Bruce Associates Inc. Profit Sharing Plan and Trust | - | 3 | $101,595 | $36,763 | $12,254iApproximate average salary by contribution assumption: employee only about $306,358 at 4% or $204,239 at 6%; with 50% employer match about $204,239 at 4% or $136,159 at 6%; with 100% employer match about $153,179 at 4% or $102,119 at 6%. |